A detailed history of United Financial Planning Group LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, United Financial Planning Group LLC holds 1,918 shares of LQD stock, worth $212,341. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,918
Holding current value
$212,341
% of portfolio
0.13%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
$107.66 - $112.36 $206,491 - $215,506
1,918 New
1,918 $214 Million

Others Institutions Holding LQD

About ISHARES IBOXX $ INVESTMENT GRA


  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track United Financial Planning Group LLC Portfolio

Follow United Financial Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Financial Planning Group LLC with notifications on news.